Adviser and broker representative · Morgan Stanley
Kathy L. Tully
CRD 1220267 · Boca Raton, FL
At a glance
Kathy L. Tully is an investment adviser representative with Morgan Stanley in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathy’s SEC record dates to 1997, about 29 years ago. Kathy is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince June 2009Boca Raton, FL · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Kathy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.